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Massachusetts small estate affidavit for estates under 25 000

Massachusetts small estate affidavit for estates under 25 000 2025

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The document is a Small Estate Affidavit for estates in Massachusetts valued at no more than $25,000. It outlines the affiant's legal relationship to the decedent, confirms the estate's value and composition, and states that no probate petition has been filed. The affiant declares their intention to act as a voluntary personal representative of the estate and provides necessary details about assets and potential heirs.

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Click ‘Get Form’ to open the Massachusetts Small Estate Affidavit in our editor.
Begin by entering your name and post office address in the designated fields. This information is crucial as it identifies you as the affiant.
Next, provide your residence address, ensuring it includes the street address, city, state, and zip code.
Indicate your relationship to the decedent by checking the appropriate box (e.g., surviving spouse, child).
Fill in the date of death of the decedent and confirm that their estate consists entirely of personal property valued under $25,000.
Attach a detailed Schedule A listing all known assets of the estate. Ensure this is accurate for smooth processing.
Finally, review all entries for accuracy before signing. Use our platform’s tools to add your signature and date.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do you need an EIN for a small estate affidavit?

If an estate checking account needs to be opened, or property needs to be sold, then a separate estate EIN will definitely be necessary. An EIN is generally needed to claim life insurance. If there are no probate assets or a Small Estate Affidavit can be used, its likely no EIN will be needed.

Can I open an estate bank account with a small estate affidavit?

If youre looking for a simple way to get a deceased persons property and you qualify to use a small estate affidavit, you should use it. The process is quick and relatively painless. For example, using a small estate affidavit for a bank account can be as simple as filling out a form and giving it to the bank.

What is the limit for a small estate affidavit in Massachusetts?

Under Massachusetts statute, where as estate is valued at less than $25,000, an interested party may, thirty (30) days after the death of the decedent, file a small estate sworn statement.

How to write a small estate affidavit?

Complete the affidavit: Fill out the form with the decedents information, a list of their assets and the names and addresses of all heirs or beneficiaries. docHub the affidavit: Sign the completed affidavit in front of a notary public. Some states might also require additional witnesses.

What is the difference between a small estate and a probate estate?

A small estate proceeding or voluntary administration is essentially a faster and simplified version of a probate or administration proceeding. For example, John Doe died owning a checking account worth $40,000.00 which was titled in his name alone and did not have a designated beneficiary.

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How to fill out an affidavit of inheritance?

What is required for an affidavit of heirship? Name, address, and date of death of the decedent. Whether the deceased person was ever married. Names of the surviving heirs. Statement that the deceased did not leave a will. Statement that you are an heir under your state intestacy law.

How much does an estate have to be worth to go to probate in MA?

Voluntary administration The decedent must have been a Massachusetts resident. The decedent must have left an estate that consists entirely of personal property valued at $25,000 or less (excluding the value of a car). 30 days or more have passed since the decedents death.